Monday Com Vs Salesforce – Work Without Limits

This article is focused on answering Monday Com Vs Salesforce …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page demands think of it more like innovative requests from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you people that also and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to start awesome alright let’s start and landing page request i’m assuming

 

you guys i’m just gon na reveal um discuss the fundamentals truly rapidly but i’m sure you men know that this is a board every one of these are called a group and each row is called a product today we’re going to review combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this between jobs or customers and it really just depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a short before dealing with an innovative request is using the form so a type basically takes all your columns and makes it a link that other people can fill out which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll fine let me show you how to develop a kind however basically this type can be found in here and then the team lead of the creative style group or any other team can appoint a certain designer to work on it so let me reveal you guys how to develop and include a form if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you men examine the view section due to the fact that it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the kind view and like i said it takes specific columns not the individual column naturally however other columns that you can hide or make um viewable for the person that is going to be offered the form they can submit this file if you want to need it you can always do a checkbox and then they can’t submit the type without filling this information in so you can truly just develop any column with anything that you men require when a creative request is available in make it a type share the form sneak peek the program you men how a type looks like um the name of the demand you desire you wish to include a specific short with a specific i understand each company has a certain structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need it by the top priority and so on etc um you can take this link after put one 2nd let me click the kind i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll just show you people let’s fill it in and you can see um webinar request test i can add a certain apply for example right now whatever is in the planning concepts phase and i require the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest concern i want to submit it and let me show you guys how it can be found in on the board webinar demand test so it’s constantly going to come into the first group which is essential to understand and then it can be called concepts or requests coming in and then i can just proceed take it and move it to a certain group that i think it matters for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another group or another board depending upon how you outline your workflow simply to make certain you guys are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes amazing remarkable incredible i’m glad you men are listening and understand whatever fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them too now i’ll simply provide like a brief overview this is the person column as you guys know we have our 7 core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one kind can populate several columns on one board yes dell you are proper every column that you develop can be almost every column you produce can be in a type view and individuals can fill it out and it is available in as a product on the board great so this is our column center what we utilize here is a priority one we called it priority but it’s generally a ranking column um we have a. Monday Com Vs Salesforce

monday.com, project management, tool, software application, pricing, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, project management software application, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.

Monday Com Vs Salesforce

Monday.Com Vs Salesforce – Work Without Limits

This article is focused on answering Monday.Com Vs Salesforce …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page demands think about it more like creative demands from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you guys that too and last but not least i’m going to show you control panels um so let’s start in a minute i just want to bring up the um thing that i wished to reveal you people so i have it open and after that we’re going to begin awesome okay let’s start and landing page demand i’m presuming

https://www.youtube.com/watch?v=yjOU3KTYHhw

 

you people i’m just gon na show um discuss the essentials truly rapidly but i’m sure you people understand that this is a board every one of these are called each row and a group is called a product today we’re going to discuss integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this in between customers or jobs and it truly just depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a quick prior to working on an innovative request is using the type so a type generally takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll okay let me show you how to produce a form however generally this type comes in here and then the group lead of the imaginative design team or any other group can designate a certain designer to deal with it so let me reveal you men how to include a type and develop if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you guys examine the view section because it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the type view and like i said it takes certain columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be provided the form they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this details in so you can truly simply produce any column with anything that you guys require when an innovative demand is available in make it a kind share the type sneak peek the show you men how a type appears like um the name of the demand you desire you wish to include a certain brief with a specific i understand each company has a specific structure that

gantt charts project management tool monday.com alternatives

they use um when do you need it by the concern and so on and so forth um you can take this link after put one second let me click on the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make look i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a certain file for example today everything is in the preparation concepts stage and i require the innovative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest concern i wish to submit it and let me reveal you guys how it comes in on the board webinar request test so it’s always going to enter into the very first group which is important to understand and after that it can be called ideas or requests can be found in and then i can simply go ahead take it and move it to a specific group that i believe it matters for in this case it requires to be done by may so i’m going to keep it in this group i can move it to another board or another group depending on how you detail your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes remarkable amazing awesome i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them as well now i’ll just give like a quick overview this is the individual column as you people understand we have our 7 core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one form can occupy a number of columns on one board yes dell you are right every column that you create can be almost every column you produce can be in a kind view and individuals can fill it out and it comes in as an item on the board fantastic so this is our column center what we utilize here is a priority one we named it top priority however it’s essentially a score column um we have actually a. Monday.Com Vs Salesforce

monday.com, task management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, option, crm, user, project management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.

file column and we have a tags column what i like about the tag column is if i click on this right now it’s going to do a cross board search about every board i have on my um account and it’s going to search facebook it’s going to do a cross board search let me show you people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain project i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it matters for so i discover that very cool and i love i enjoy the tech college let me just leave here [Music] okay um [Music] and yeah and i’m uncertain if you guys know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i might reveal you people eliminate due date mode basically what i want to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. Monday.Com Vs Salesforce